Implementation Specialist

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November 22

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Perseus Group, Constellation Software

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B2B • SaaS

Perseus Group is a part of Constellation Software Inc. , focused on investing in and building enduring software businesses. With operations in over 100 vertical markets and a family of more than 800 companies, Perseus Group specializes in acquiring B2B software companies that provide mission-critical solutions for niche markets. Their approach involves offering permanent capital, fostering a culture of excellence, and ensuring recurring revenue through SaaS or maintenance models. The group emphasizes continuous improvement, empowered leadership, and integrity in all operations.

10,000+ employees

Founded 1997

🤝 B2B

☁️ SaaS

📋 Description

• Lead the onboarding and implementation of new clients, ensuring milestones are achieved according to project timelines • Collaborate with Sales, Product, and Support teams to gather requirements and understand customer goals • Configure software systems based on client needs, including workflows, permissions, and reporting • Provide hands-on support during implementation, including demonstrations, testing, and post-launch reviews • Clean, transform, and migrate client data from legacy systems into our platform with high accuracy • Perform data audits to ensure data integrity and resolve inconsistencies or anomalies • Create scripts, templates, or data-mapping guides to streamline future migrations • Partner with the engineering or technical teams for complex migrations or system integrations • Act as a subject matter expert during and after implementation to ensure clients are effectively using the platform • Conduct training sessions for end-users and administrators • Serve as the first point of contact for technical questions during the onboarding phase • Develop and maintain implementation guides, data templates, and process documentation • Identify opportunities to improve internal implementation processes or tools • Report and analyze implementation metrics and client satisfaction trends • Work directly with manufacturers, OEMs, and third-party vendors to enable and configure integrations, data feeds, or feature-specific setup (e.g., inventory sync, pricing updates, or warranty services) • This role requires up to 25% travel across North America, that will consist of visiting customers, tradeshows, conferences, and in person team meetings

🎯 Requirements

• 5+ years of experience in software implementation, data management, or a related client-facing role • Knowledge of Accounting practices, or a related accounting field • Familiarity with or previous experience using enterprise software with integrated accounting functionality is an asset • Proficiency in Excel, SQL, and data transformation tools • Exceptional verbal and written communication skills • Ability to interact effectively with employees at various levels throughout the organization • Strong interpersonal skills • Strong organizational skills • Highly analytical, comfortable with large data sets, and able to extract insights from analysis to help drive future decisions • Proficient with Microsoft Tools (i.e. Outlook, PowerPoint, Excel, Teams, etc.) • Be able to travel up to 25% freely across North America

🏖️ Benefits

• Health insurance • Paid time off • Flexible work arrangements